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How to give COI’s a taste of what you can do

by Tony Vidler One of the most effective things you can do to create confidence and support from prospective Centre’s Of Influence is take them through your client experience. Actually do the job that you do, for the COI. It is incredibly powerful and effective, and the chances are good that you will pick them […]

Paying COI’s: Perhaps prepare for the harvest before you prepare for the feast

by Tony Vidler Is it appropriate to be paying COI’s a share of your success from their influences? Or, to put it bluntly, nother way, should you share remuneration or the spoils of the sale with referrers? Personally, I think not. However, it is actually just a little more complicated than that […]

by Tony Vidler The one question that continually gets thrown to me is “What are other advisers doing that is successful for them?” Every so often one is willing to share their trade secrets, and this is how one leading financial planner that I know gets his business, and that he was happy to […]

by Tony Vidler If you want to get a regular, repeatable, stream of well qualified prospects for your business then nothing beats having a Centre of Influence (COI) driving the right types of ideal clients to you. A good COI will be an advocate for you and your business, and be proactively recommending […]

by Tony Vidler The best way to generate constant referrals is by having “centers of influence” delivering qualified and interested prospects to you regularly. It is a simple idea, and like so many other things which appear simple it requires thought, planning, and excellent execution to deliver the desired results. A center-of-influence […]

by Tony Vidler If one forms a business alliance and one party gets more out of it than the other, is that alliance likely to last long term? Of course not. It is not equitable. One party at some point is going to feel that the relationship is rather one-sided and and […]

by Tony Vidler The first place for any professional to market their firm and their own expertise is inside their own practice. Begin Within. It is where you will have the most receptive environment for refining your value proposition, and where you can “field tests” campaign and promotional ideas, and most importantly, it […]

by Tony Vidler An effective method of generating interest with influencers in referring some of their clients to you is appealing to their self interest. It sounds terribly crass when it is said out aloud like that of course, but let’s cut to the chase. Every professional out there makes a living from […]

by Tony Vidler We know that time is money. We know that marketing costs money. But the most successful advisers know that effective marketing costs more time than money. One of the most successful advisers I know says that he spends his work time thus: 20% in client facing meetings 10% running his business 70% […]

by Tony Vidler Is it possible to work successfully with multiple COI’s (centre’s of influence) from the same sector? Many professionals would say “no”…or they do to me anyway. The feeling is that if the COI’s are competitors then one has to choose just one to work with. That is partially true – […]